Add Investment Transaction report(s)? (Q Mac)

SVanDee
SVanDee Member ✭✭✭
edited April 27 in Reports

I'd like Transactions Reports for Investment accounts. Could be modeled on existing Transaction reports but with options to include shares, commissions and all the other investment transaction related fields. I can pretty nearly get one by editing the filters on an investment account register, exporting to a CSV file, importing to Excel, formatting the report and printing but it would be nice to get there more directly and to save the filter setup as a Custom Report.

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  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    @SVanDee You can Print directly from an investment transactions register, so just to add some clarity to your request, what are you looking for beyond what shows up when you print from the register:

    Screenshot 2026-04-27 at 10.03.22 PM.png

    Do you want all data, like number of shares, in their own numeric columns with totals? Is it having all the selection criteria like a banking Transactions report? Any/all details or examples would help refine this request for the developers and (hopefully) help attract more votes form fellow Quicken Mac users.

    Quicken Mac Subscription • Quicken user since 1993
  • SVanDee
    SVanDee Member ✭✭✭

    Thanks for the prompt reply. Thanks also for pointing out I can print directly from the registers without going through Excel. I see now an Investment Transactions report isn't as simple as just adding the fields available in investment account registers to the existing Transactions Reports. Let me think about it more and get back with a more detailed suggestions.

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